Learn to Protect, Pay off And Pass On Assets To Your Heirs
- 38 mins on-demand video
- 1 downloadable resource
- Full lifetime access
- Access on mobile and TV
- Certificate of Completion
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- How to use life insurance to protect and pass on assets to your heirs
- How to pay off a mortgage early
- Want to learn how to position life insurance
This course will teach you basic mortgage protection, and mortgage acceleration tools to protect your valuable new asset and be sure to pass it on to the next generation. We use a fictional character derived from our daily practice and interactions with everyday people facing financial dilemmas. Tanji takes on characteristics of many of our regular cash coaching clients who are trying to learn to do personal finance a different way than they were taught growing up.
You will learn how to create a financial plan around your new or pending home purchase. We hope this helps you understand that homeownership is a stepping stone to building wealth. We show you how to protect it, pay it off and get in position to pass it on to your heirs and an asset that can help the next generation either earn or save more money.
- Home Owners
- Insurance agents
- Young people starting out in life